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State Street DoubleLine Total Return Tactical ETF

353 hedge funds and large institutions have $2.32B invested in State Street DoubleLine Total Return Tactical ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 140 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 135

0.6% less ownership

Funds ownership: 73.4%72.81% (-0.6%)

4% less capital invested

Capital invested by funds: $2.4B → $2.32B (-$84.9M)

2% less funds holding

Funds holding: 362353 (-9)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

Holders
353
Holders Change
-9
Holders Change %
-2.49%
% of All Funds
6.2%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.58%
New
28
Increased
140
Reduced
135
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Advisornet Financial
Minnesota
$766K +$429K +8,780 +123%
FIM
202
Fernwood Investment Management
Massachusetts
$765K
SWA
203
Stratos Wealth Advisors
Ohio
$726K +$2.44K +50 +0.3%
AF
204
Allworth Financial
California
$712K +$49 +1 +0%
NCM
205
Next Capital Management
New York
$690K -$18.2K -373 -3%
SIM
206
Stratos Investment Management
Ohio
$670K +$4.59K +94 +0.7%
VCA
207
Verdence Capital Advisors
Maryland
$668K +$2.34K +48 +0.3%
CPIA
208
Cornell Pochily Investment Advisors
New York
$665K +$137K +2,810 +26%
MSAM
209
Moloney Securities Asset Management
Missouri
$660K -$124K -2,549 -16%
CA
210
Cetera Advisors
Colorado
$654K -$36.6K -749 -5%
MWM
211
Maltin Wealth Management
New Jersey
$650K +$2.64K +54 +0.4%
KeyBank National Association
212
KeyBank National Association
Ohio
$634K +$32.9K +674 +5%
EFS
213
Essex Financial Services
Connecticut
$634K +$184K +3,765 +40%
SFWC
214
Strategic Family Wealth Counselors
New Jersey
$615K +$1.42K +29 +0.2%
M
215
MOTCO
Texas
$587K +$481K +9,853 +426%
SPA
216
Sentinel Pension Advisors
Massachusetts
$585K +$85.9K +1,760 +17%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$575K -$314K -6,437 -35%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$574K +$580K +11,875 New
IWM
219
IHT Wealth Management
Illinois
$572K -$37.8K -774 -6%
IFG
220
Investors Financial Group
Minnesota
$563K +$20.5K +420 +4%
PA
221
Procyon Advisors
Connecticut
$556K +$112K +2,293 +25%
DWM
222
Dakota Wealth Management
Florida
$553K -$56.1K -1,149 -9%
AFM
223
Abbot Financial Management
Massachusetts
$535K -$1.13M -23,186 -68%
VFPI
224
Vantage Financial Partners (Illinois)
Illinois
$531K -$276K -5,650 -34%
Truist Financial
225
Truist Financial
North Carolina
$527K -$234K -4,796 -30%

TOTL Hedge Fund Activity: Q1 2021 in Review

353 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2021, worth a combined $2.32B — down 3.5% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of TOTL and 28 opened new positions — a net loss of 4 holders — while 135 trimmed existing stakes and 140 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $28.5M. The largest seller was Morgan Stanley, cutting an estimated $18.9M.

  • 353 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2021, down from 362 in Q4 2020.
  • Funds reported $2.32B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2021, down 3.5% quarter-over-quarter.
  • 28 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2021 and 32 closed out, a net change of -4 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2021 was Citadel Advisors, an estimated $28.5M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2021 was Morgan Stanley, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2021.